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CFP® Certification Professional Education Program

SPC's Workforce Institute partnered with Zahn Associates, Inc. to provide a focused CFP Board registered education program. The certification program is 10 months long and will have you ready to test by July 2020. Over 100 students have gone through the program with an 91% average pass rate*.

Program Structure

This program has been developed for working professionals and covers the following courses over a 10-month period:
  • General Principles of Financial Planning
  • Insurance Planning
  • Investment Planning
  • Income Tax
  • Retirement Planning
  • Estate Planning
  • CFP Case Study/Capstone

Class Schedule

Each class is four weekends in length and covers 10 lessons, 3 case studies, a financial plan, and a final exam.

Class Structure

  • 10 Lessons
  • 3 Case Studies
  • Final Exam
  • Financial Plan
  • Extensive Case Studies

Why this program?

  • Eligible for July 2020 CFP Certification Examination
  • Conveniently located at the SPC Downtown Campus
  • CFP® Board Approved, registered education program and completes the education requirements in just 10 months
  • Live classes with an instructor who is a CFP® professional
  • Class is structured for the working professional utilizing a Friday and Saturday class format
  • SPC Certificate of Completion for students who complete all 7 classes in our program

Tuition

The total program cost is $5,850. The discount price for individuals that register for all 7 courses is $5650.
Individual classes are $825 except Capstone Course is $900. All course materials are included.

For More Information

Contact Sondra at seiter.sondra@spcollege.edu or 727-791-5978 or attend an information session. Please visit to: RSVP


*Of students who have tested for the exam.
 
 

Certified Financial Planner - General Principles

Class ID: 76578

Start date: 07/12/19

End date: 08/03/19

Days of the Week :Multiple Days of the Week :
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Sat .  
  Weekly - Sat .  

Weekly - Fri 5:30 PM - 9:30 PM (7/12/2019-7/12/2019); Weekly - Sat 8:00 AM - 5:00 PM (7/13/2019-7/13/2019); Weekly - Fri 5:30 PM - 9:30 PM (7/19/2019-7/19/2019); Weekly - Sat 8:00 AM - 5:00 PM (7/20/2019-7/20/2019); Weekly - Sat 8:00 AM - 5:00 PM (7/27/2019-7/27/2019); Weekly - Sat 8:00 AM - 5:00 PM (8/3/2019-8/3/2019)

Class Price: $825.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Add to Cart »

Certified Financial Planner - Insurance Planning

Class ID: 76582

Start date: 08/16/19

End date: 09/14/19

Days of the Week :Multiple Days of the Week :
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Sat .  
  Weekly - Sat .  

Weekly - Fri 5:30 PM - 9:30 PM (8/16/2019-8/16/2019); Weekly - Sat 8:00 AM - 5:00 PM (8/17/2019-8/17/2019); Weekly - Fri 5:30 PM - 9:30 PM (8/23/2019-8/23/2019); Weekly - Sat 8:00 AM - 5:00 PM (8/24/2019-8/24/2019); Weekly - Sat 8:00 AM - 5:00 PM (9/7/2019-9/7/2019); Weekly - Sat 8:00 AM - 5:00 PM (9/14/2019-9/14/2019)

Class Price: $825.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Add to Cart »

Series 65 - Uniform Investment Adviser Law Exam Prep Course

Class ID: 77138

Start date: 10/02/19

End date: 11/20/19

Days of the Week : Weekly - Wed .

Weekly - Wed 6:00 PM - 9:00 PM (10/2/2019-11/20/2019)

Class Price: $599.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Room :  DT-DC125

Instructor : David Hopkins 

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Certified Financial Planner - Investment Planning

Class ID: 76586

Start date: 10/04/19

End date: 10/26/19

Days of the Week :Multiple Days of the Week :
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  

Weekly - Fri 5:30 PM - 9:30 PM (10/4/2019-10/4/2019); Weekly - Sat 8:00 AM - 5:00 PM (10/5/2019-10/5/2019); Weekly - Fri 5:30 PM - 9:30 PM (10/11/2019-10/11/2019); Weekly - Sat 8:00 AM - 5:00 PM (10/12/2019-10/12/2019); Weekly - Fri 5:30 PM - 9:30 PM (10/18/2019-10/18/2019); Weekly - Sat 8:00 AM - 5:00 PM (10/26/2019-10/26/2019)

Class Price: $825.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Add to Cart »

Certified Financial Planner - Income Tax Planning

Class ID: 76602

Start date: 11/15/19

End date: 12/14/19

Days of the Week :Multiple Days of the Week :
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  

Weekly - Fri 5:30 PM - 9:30 PM (11/15/2019-11/15/2019); Weekly - Sat 8:00 AM - 5:00 PM (11/16/2019-11/16/2019); Weekly - Fri 5:30 PM - 9:30 PM (11/22/2019-11/22/2019); Weekly - Sat 8:00 AM - 5:00 PM (11/23/2019-11/23/2019); Weekly - Fri 5:30 PM - 9:30 PM (12/6/2019-12/6/2019); Weekly - Sat 8:00 AM - 5:00 PM (12/14/2019-12/14/2019)

Class Price: $825.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Add to Cart »

Certified Financial Planner - Retirement Planning

Class ID: 76819

Start date: 01/17/20

End date: 02/08/20

Days of the Week :Multiple Days of the Week :
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Sat .  
  Weekly - Sat .  

Weekly - Fri 5:30 PM - 9:30 PM (1/17/2020-1/17/2020); Weekly - Sat 8:00 AM - 5:00 PM (1/18/2020-1/18/2020); Weekly - Fri 5:30 PM - 9:30 PM (1/24/2020-1/24/2020); Weekly - Sat 8:00 AM - 5:00 PM (1/25/2020-1/25/2020); Weekly - Sat 8:00 AM - 5:00 PM (2/1/2020-2/1/2020); Weekly - Sat 8:00 AM - 5:00 PM (2/8/2020-2/8/2020)

Class Price: $825.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Add to Cart »

Certified Financial Planner - Estate Planning

Class ID: 76820

Start date: 02/28/20

End date: 03/21/20

Days of the Week :Multiple Days of the Week :
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Sat .  
  Weekly - Sat .  

Weekly - Fri 5:30 PM - 9:30 PM (2/28/2020-2/28/2020); Weekly - Sat 8:00 AM - 5:00 PM (2/29/2020-2/29/2020); Weekly - Fri 5:30 PM - 9:30 PM (3/6/2020-3/6/2020); Weekly - Sat 8:00 AM - 5:00 PM (3/7/2020-3/7/2020); Weekly - Sat 8:00 AM - 5:00 PM (3/14/2020-3/14/2020); Weekly - Sat 8:00 AM - 5:00 PM (3/21/2020-3/21/2020)

Class Price: $825.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Add to Cart »

CFP Certification Professional Education Program-Capstone

Class ID: 76844

Start date: 04/17/20

End date: 05/02/20

Days of the Week :Multiple Days of the Week :
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  
  Weekly - Fri .  
  Weekly - Sat .  

Weekly - Fri 5:30 PM - 9:30 PM (4/17/2020-4/17/2020); Weekly - Sat 8:00 AM - 5:00 PM (4/18/2020-4/18/2020); Weekly - Fri 5:30 PM - 9:30 PM (4/24/2020-4/24/2020); Weekly - Sat 8:00 AM - 5:00 PM (4/25/2020-4/25/2020); Weekly - Fri 5:30 PM - 9:30 PM (5/1/2020-5/1/2020); Weekly - Sat 8:00 AM - 5:00 PM (5/2/2020-5/2/2020)

Class Price: $900.00

Location : SPC Downtown Campus Location : 
  SPC Downtown Campus.

Instructor : Sondra Seiter 

Add to Cart »
 

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